J.P. Morgan Wealth Management, Lending Specialist Analyst
JPMorgan Chase & Co.
We are looking for a talented and energetic professional to join our J.P. Morgan Wealth Management Lending Solutions Team. If you operate with a growth mindset and are motivated and inspired to deliver exceptional service to advisors and clients, this could be the role for you. You will work alongside a talented team across our Lending business where there is abundant opportunity to elevate your career and make a positive impact. As a Lending Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor engagement opportunities, and broadly assist with loan growth. This role will provide exposure to a breadth of solutions including securities-based, margin, mortgage, and custom lending. To be successful in this role candidates must be willing to learn, able to navigate a complex ecosystem, and remain focused on the client outcome. Job responsibilities Serves as the point of contact for Advisors and Field Leadership for lending products Coordinates with and provides support to the Service Team Plan and present new business activities; Communicates information in a timely and complete manner in order to meet team goals Distribute opportunity reports to Advisors and recommends decisions based on specific credit policy and guidelines Frequent collaboration with internal partners such as Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations required to resolve issues and address escalations Required qualifications, capabilities, and skills Minimum of one year of financial services experience Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 90 days from start date as a condition of employment. Experience with securities-based lending in wealth management Strong partnership and people skills; collaborate with people across all levels of the organization (Analyst to Managing Director) Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups Organizational and project management skills; proven ability to manage multiple priorities Must be able to demonstrate flexibility, adaptability, and the ability to work under pressure #J-18808-Ljbffr JPMorgan Chase & Co.
- ...in the United States is seeking a Lending Analyst within Wealth Management Lending Solutions to support advisors... ..., partnering with senior Lending Specialists to drive loan growth and provide data... ...and deliver exceptional service. #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
- ...responsible for designing the end-to-end journey for the Analysts & Associates in the Asset & Wealth Management Early Careers Program. In the US Private Bank,... ..., institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years...Suggested
- J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals... ..., and deposits.As the Western Divisional Annuity Specialist, you will support advisors within J.P. Morgan's Wealth...Suggested
- Product Owner / Business Analyst - Data Analysis and Migration ExecutionLocation... ..., and expected outcomes. Manage and refine product backlogs... ...data migrationsKnowledge of wealth management, investment... ...government clients under the J.P. Morgan and Chase brands. Our history...Suggested
- ...delivery.As a Senior Solution Analyst in the Payments Domain - Corporate... ...Banking Business at JP Morgan Chase & Co., you review business... ...analyst, you'll navigate ambiguity, manage change effectively, and... ...government clients under the J.P. Morgan and Chase brands. Our...Suggested
- ...creating impactful solutions.As a Solutions Analyst III in Corporate Technology, you will... ..., risks, and progress transparently; manage dependencies and incident response for customer... ...and government clients under the J.P. Morgan and Chase brands. Our history spans over...
- ...Cybersecurity & Tech Controls, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today...
- ...financial information and surfacing risks/issues• Strong time management and organization skills, with the ability to deliver under... ...prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today...
- ...expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of... ...& Investment Bank (CIB), Asset & Wealth Management, and risk-rated businesses within... ...and government clients under the J.P. Morgan and Chase brands. Our history spans over...Work at office
- ...alert: Sr Credit Specialist - Commercial Div Areas... ..., CRE; Commercial Analyst Pay Transparency... ...Financial Private Wealth, Inc. BOKF, NA... ...Cavanal Hill Investment Management, Inc. BOKF, NA... ...accounts which effect lending profits for the... ...Banking, Finance #J-18808-Ljbffr BOK...Local area
- ...Associate within the Wholesale Lending Services team at... ....Job responsibilitiesAssign, Manage, and maintain Investment and... ...effectively assist the junior analysts on the team, acting as the point... ...government clients under the J.P. Morgan and Chase brands. Our history...
- ...underwriters, and credit operations specialists. You'll be a part of team... ...delivery, and ongoing value management, while owning prioritization... ...understanding of commercial lending products and processesStrong... ...clients under the J.P. Morgan and Chase brands. Our history...Immediate start
- ...confidence. You'll partner with product managers, engineers, content strategists, and fellow... ...and government clients under the J.P. Morgan and Chase brands. Our history spans over... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Work at office
- ...TECHNOLOGY INDIA PRIVATE LIMITED is seeking a Revenue Accounting Analyst to manage the revenue cycle for a large division. Responsibilities... ...competitive salary, performance bonuses, health coverage, and 401(k) plan. #J-18808-Ljbffr SANMINA-SCI TECHNOLOGY INDIA PRIVATE LIMITED
- ...quality public disclosures.Job summaryAs an Analyst in the SEC Reporting team, you will... ...with business partners and senior management.Partner with financial controller teams... ...institutional and government clients under the J.P. Morgan and Chase brands. Our history spans...Work at office
- ...seeking a DevOps / Integration Specialist to join our Global Equities... ...Development, Business Analyst & OperationsRequired qualifications... ...Trading Stack - Order Management Systems, ALGO, Smart Order Routers... ...clients under the J.P. Morgan and Chase brands. Our history...
- Join JPMorgan Chase’s Risk Management and Compliance team, where your expertise will drive the re-engineering of how model risk is managed... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today...
- Equitable Advisors in Secaucus, NJ, is recruiting a Wealth Management Associate to help clients pursue their financial goals through relationship... ...FINRA licensing with supported mentorship and a clear path to professional growth. #J-18808-Ljbffr Equitable AdvisorsWork at office
- ...poster from Equitable Advisors . Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven... ...-time Job Function Sales and Finance Industries Financial Services and Investment Advice #J-18808-Ljbffr Equitable AdvisorsFull timeTemporary workLocal areaRemote work
- Equitable Advisors seeks a Wealth Management Associate in Secaucus, NJ, to build and nurture client relationships and develop personalized financial... ...development program designed to grow future wealth managers within our nationwide network. #J-18808-Ljbffr Equitable AdvisorsWork at office
- Job Role:- Business Analyst (Wholesale lending)Job Location :- Jersey City, NJJob Description:-Develop creative technical solutions to meet business needs and manage complex highvolume applications in partnership with business partners and stakeholdersLead to formulation...
- ...Strategic Supplier Specialist You are excited to utilize your background in Payments... ...institutional and government clients under the J.P. Morgan and Chase brands. Our history spans... ...transaction processing and asset management. We offer a competitive total rewards...
- ...Associate Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you play a crucial role in maintaining... ...prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today...
- ## Senior Specialist, Operations Program ManagementApplylocations: Ambler... ..., Operations Program Management**Job Description:****The Role... ...your health, or protect your wealth, we offer generous benefits to... ..., disability, marital or military status. #J-18808-Ljbffr...H1bWork at officeFlexible hours
- ...for this role will report to the CRE Asset Management team and provide support in various... ...required Minimum of 1-2 years' experience in Wealth Management or Financial Services organization... ...-task and deliver high quality results #J-18808-Ljbffr SitusAMC Holdings...Local area
- CrossCountry Mortgage, LLC is seeking an Analyst for BPL Lending Platform Operations. The role supports lead management, borrower engagement, and operational efficiency across... ...rates and funding outcomes, with emphasis on #J-18808-Ljbffr CrossCountry Mortgage, LLCRemote job
- ...alert: Transfund Client Solutions Analyst II Tulsa, OK, US, 74101... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking... ..., Customer Service, Quality #J-18808-Ljbffr BOK Financial CorporationWork at officeLocal area
- J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and... ...within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration...Work at office
- ...building AI Agents, Agentic frameworks.Experience in building and managing data lakes and data processing workflows using Databricks.... ...prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today...
- ...Job Description As a Payments analyst in Global Payments, you'll gain hands-on experience in this dynamic... ...about promoting innovation in global payments? J.P. Morgan leads in financial technology, enhancing cash management and payment solutions. Join us to shape future...Full timeImmediate startVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management, Lending Specialist Analyst. Be the first to apply!
- senior safety specialist Brooklyn, NY
- health specialist Brooklyn, NY
- outreach specialist Brooklyn, NY
- invoice specialist Brooklyn, NY
- information technology specialist Brooklyn, NY
- rehabilitation specialist Brooklyn, NY
- asset protection specialist Brooklyn, NY
- change management specialist Brooklyn, NY
- housing program specialist Brooklyn, NY
- equal employment specialist Brooklyn, NY

